Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.3B
AUM Growth
+$6.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$149M
3
+$117M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$83.5M
5
IAU icon
iShares Gold Trust
IAU
+$75.3M

Top Sells

1
+$77.5M
2
+$33.2M
3
+$20.9M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$12.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.1M

Sector Composition

1 Technology 2.79%
2 Financials 1.44%
3 Consumer Discretionary 1.37%
4 Healthcare 1.2%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$67K ﹤0.01%
4,606
+1,418
1552
$67K ﹤0.01%
+2,398
1553
$67K ﹤0.01%
6,607
+5,887
1554
$67K ﹤0.01%
1,000
1555
$67K ﹤0.01%
489
+95
1556
$66K ﹤0.01%
650
+506
1557
$66K ﹤0.01%
2,391
+659
1558
$66K ﹤0.01%
2,687
-437
1559
$66K ﹤0.01%
920
1560
$65K ﹤0.01%
+1,073
1561
$65K ﹤0.01%
364
-5,021
1562
$65K ﹤0.01%
1,085
+14
1563
$65K ﹤0.01%
462
+180
1564
$65K ﹤0.01%
1,718
+288
1565
$65K ﹤0.01%
1,425
+19
1566
$65K ﹤0.01%
1,016
-178
1567
$65K ﹤0.01%
2,221
1568
$65K ﹤0.01%
237
+29
1569
$65K ﹤0.01%
7,618
1570
$64K ﹤0.01%
646
+122
1571
$64K ﹤0.01%
2,450
+450
1572
$64K ﹤0.01%
1,752
-244
1573
$63K ﹤0.01%
722
+96
1574
$63K ﹤0.01%
1,795
-286
1575
$63K ﹤0.01%
5,897
+37
61 62
63
64 65